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Measuring Client Event Success with Event Advisors

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Manage episode 505479901 series 3335586
Content provided by Phil Bender. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Bender or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.

Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients.

Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends.

Key points:

  • Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business.
  • The pair share a few tips to consider when planning an event for clients.
  • Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.

SeaCaptainCoaching.com

Instagram link

FB link

Connect with Phil

LinkedIn

Connect with Event Advisors

https://event-advisors.net

LinkedIn

Now Available!

The Sea Captain Way for Financial Advisors

The Voyage

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 505479901 series 3335586
Content provided by Phil Bender. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Bender or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.

Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients.

Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends.

Key points:

  • Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business.
  • The pair share a few tips to consider when planning an event for clients.
  • Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.

SeaCaptainCoaching.com

Instagram link

FB link

Connect with Phil

LinkedIn

Connect with Event Advisors

https://event-advisors.net

LinkedIn

Now Available!

The Sea Captain Way for Financial Advisors

The Voyage

  continue reading

79 episodes

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